Capital Asset Advisory Services LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1666024
Williamston, MI
Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,346,641
+$791,582 QoQ
Shares Held
36,461
+15.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,070
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Capital Asset Advisory Services LLC holds $8,328,841 across 3 Household & Personal Products names. PG ranks #1 (64.2% of the industry book) .
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,346,641 | 36,461 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,555,059 | 31,536 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,615,871 | 32,209 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,753,623 | 30,938 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $4,528,671 | 28,425 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $5,601,023 | 32,866 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,551,594 | 39,079 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,603,423 | 38,126 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,187,633 | 37,519 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,015,527 | 43,239 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,156,145 | 42,010 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,998,346 | 41,124 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,902,686 | 38,900 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,648,138 | 37,986 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,504,356 | 36,318 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $4,270,911 | 33,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,739,462 | 32,961 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,111,924 | 33,455 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,785,860 | 29,257 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,003,033 | 28,634 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,793,051 | 20,700 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,958,739 | 21,847 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,707,803 | 19,461 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $2,406,472 | 17,314 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $3,074,025 | 25,709 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,760,560 | 25,096 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||